CPA-led • Predictable • Year-round Start any day • Billed every 28 days (13/yr)

Individual Membership Pricing

Premium, CPA-led tax membership with proactive guidance and no surprise bills. Pricing includes the return whose tax year ends inside your 12-cycle membership window.

Essential

Best for W-2 & straightforward returns
$99 /mo billed every 28 days
  • Form 1040(Federal + one state), preparation & e-file
  • CPA review & secure client portal
  • Deadline reminders & year-round portal access

Extras quoted as needed: additional states, multi-K1, rentals, equity comp, amended/late returns.

Apply for Essential

Planning

Most Popular Added strategy
$149–$175 /mo billed every 28 days
  • Everything in Essential
  • Mid-year tax planning session(strategy + projection)
  • Supports itemizing, equity comp, rental schedules
  • Up to 2 non-resident state returns (as applicable)
  • Priority portal responses (typically 24–48 business hours)
Apply for Planning

Peace of Mind (Premium)

Best for proactive oversight
$199–$249 /mo billed every 28 days
  • Everything in Planning
  • Audit representation benefit(for returns we prepare; within 3-year window; excludes client non-disclosure issues)
  • IRS/state notice response for included return
  • IRS transcript monitoring during membership
  • Up to 3 quick-access questions/month(≤10 minutes each) via portal/email
Apply for Peace of Mind
Rolling start

Begin any day

Your membership begins the day you sign. We onboard immediately and bill every 28 days from your start date ( 13 cycles/year).

Included return

Which tax year is covered?

We include the tax year that ends inside your 12-cycle window. For calendar-year filers, that’s the current calendar year (filed the following season). Federal + one state are included.

Return Deposit

Credited in cycles 10–12

A one-time Return Deposit is collected at signup and credited back across cycles 10–12 if you complete 12 cycles. Cancel earlier and it’s forfeited. Cancel in cycle 10 or 11 and only credits already applied are honored.

Typical deposit ranges: Essential $400–$500, Planning $600–$750, Peace of Mind $900–$1,200.

Autopay

No invoices to chase

All tiers are billed by autopay every 28 days. Credits from the Return Deposit reduce or pause your draft in cycles 10–12—no refund checks are issued.

Mid-year join

Start now

No need to wait for “tax season.” Onboarding starts right away; your included return follows the coverage rule above.

Renewal & prepay

Anniversary renewal

Membership renews on your anniversary. Annual prepay may be offered after 6–12 weeks. A small one-time rate-protection renewal fee (typically up to one 28-day cycle) may apply.

Apply for Individual Membership What’s Included Individual Membership — FAQs

Individual Membership — FAQs

When does the membership year run?
Our membership year runs from July 1 to June 30 each year.
Which tax return is included in my membership?
Your membership includes the tax return for the tax year that ends within your membership year .
  • For most calendar-year taxpayers: the return for that calendar year, filed the following spring.
  • For fiscal-year businesses: the fiscal year ending during your membership term.
What happens if I join mid-year?
Your first invoice will include your regular monthly dues plus a one-time catch-up amount covering the months from July 1 to your join month. This ensures your included return is fully funded no matter when you start.
Example: Join in November → first invoice = November dues + catch-up for July–October.
How are prior-year returns handled?
Any tax returns for tax years that end outside your current membership year are billed separately.
What’s included with the Basic Membership?
Preparation and e-filing of your individual tax return (Form 1040) with included schedules per your plan, secure portal document exchange, CPA review, and year-round portal access.
What’s included in the Early Retainer Program?
Audit protection for the return we prepare, including IRS/state correspondence and representation, excluding issues caused by missing or inaccurate client-provided information.
What’s included in the Peace of Mind Bundle?
Everything in Early Retainer, plus:
  • Mid-year tax planning session
  • IRS transcript monitoring
  • Up to 3 quick-access tax questions per year
  • IRS notice response service for the return we prepared
  • Exclusive access to our Member Resource Center — CPA-led videos, recorded webinars, and searchable Q&A library
  • Invitations to member-only live webinars throughout the year
How do I schedule my planning or review sessions?
We send reminders when it’s time to book. You choose a time via our online scheduler. Sessions are by appointment; if not scheduled, they do not roll over.
Where do I upload documents?
All document exchange happens in our Qount secure client portal . Membership videos and webinars are hosted separately and never include your private files.
Is the service fully virtual?
Yes. Meetings are via video, documents are exchanged in Qount, and returns are e-signed/e-filed.